Oracle User Productivity Kit Content Development PDF

Oracle® User Productivity Kit Content Development E29426-01 July 2012 Contents 1 Overview and Documentation.............................................................. 1 2 Get Started using the Developer.......................................................... 3 2.1 Review the Developer Interface..................................................................... 3 2.1.1 Start the Developer.............................................................................. 4 2.1.2 Create and Manage Content Profiles........................................................ 5 2.1.3 Configure Toolbars................................................................................ 7 2.1.4 Split the Work Area............................................................................... 8 2.1.5 Configure Toolpanes............................................................................. 8 2.1.6 Restore Default Toolbars and Toolpanes..................................................12 2.2 Understand the Developer Basics..................................................................12 2.2.1 Open and Close the Library...................................................................12 2.2.2 Use Folders and Documents..................................................................13 2.2.3 Understand the Developer Document Types.............................................14 2.2.4 Work with Document Editors.................................................................15 2.2.5 Link Related Documents.......................................................................17 2.2.6 Reuse Documents................................................................................18 2.2.7 Document Properties............................................................................18 2.2.8 Undo/Redo Actions..............................................................................18 2.3 Set Developer Defaults................................................................................19 2.3.1 General Developer Settings...................................................................19 2.3.2 Library Settings...................................................................................20 2.3.3 Content Defaults.................................................................................21 2.3.4 Document Defaults..............................................................................25 2.3.5 Player Defaults....................................................................................29 2.3.6 Preview Defaults..................................................................................31 2.3.7 Recorder Defaults................................................................................32 2.3.8 Spelling Defaults.................................................................................33 2.3.9 Target Applications..............................................................................34 2.4 Convert Knowledge Pathways Content...........................................................35 3 Use the Developer in a Multi-user Environment.................................. 37 3.1 Create and Manage Login Profiles..................................................................37 3.1.1 Add a Login Profile...............................................................................37 3.1.2 Edit a Login Profile...............................................................................39 3.1.3 Delete a Login Profile...........................................................................39 3.1.4 Switch the Library Login.......................................................................40 3.1.5 Change Password................................................................................40 3.2 Work Online or Offline.................................................................................40 3.2.1 Switch Between Online and Offline Operation...........................................42 3.2.2 Get Documents for Offline Use...............................................................42 3.3 Check In and Check Out Documents..............................................................43 3.3.1 Check In/Out Indicators.......................................................................44 3.3.2 Check In a Document...........................................................................44 3.3.3 Check In All Documents........................................................................46 3.3.4 Check Out a Document.........................................................................46 3.3.5 Cancel Check Out................................................................................47 3.3.6 Open a Checked-in Document...............................................................47 3.4 Version a Document....................................................................................47 3.4.1 View Document History........................................................................48 3.4.2 Roll Back a Document..........................................................................49 3.5 Refresh the Library and Outline Editor...........................................................49 3.6 Manage Folder Conflicts...............................................................................50 3.7 Delete and Restore Documents.....................................................................51 3.7.1 Delete Documents while Online or Offline................................................52 3.7.2 View Deleted Documents......................................................................53 iii 3.7.3 Restore a Deleted Document................................................................. 53 3.8 Manage Workflow....................................................................................... 54 3.8.1 Assign Content State............................................................................ 54 3.8.2 Assign Document Ownership................................................................. 55 3.9 Use and Share Custom Views....................................................................... 56 3.9.1 About the Sample Custom Views............................................................ 56 3.9.2 Share a Custom View........................................................................... 57 3.10 Understand Content Permissions................................................................. 57 4 Manage the Library............................................................................ 59 4.1 Library Design Considerations...................................................................... 59 4.2 Work with Folders....................................................................................... 60 4.2.1 Create a New Folder............................................................................ 60 4.2.2 Reserved Characters............................................................................ 60 4.2.3 Rename a Folder................................................................................. 61 4.2.4 Move a Folder..................................................................................... 62 4.2.5 Copy a Folder..................................................................................... 63 4.2.6 Delete a Folder.................................................................................... 65 4.2.7 Expand and Collapse Folders................................................................. 66 4.2.8 Print Library Folder Contents................................................................. 66 4.3 Work with Documents................................................................................. 67 4.3.1 Create a New Document....................................................................... 67 4.3.2 Save a Document................................................................................ 70 4.3.3 Open a Document from the Library........................................................ 71 4.3.4 Close a Document............................................................................... 73 4.3.5 Delete a Document and Related Documents............................................ 73 4.3.6 Rename a Document............................................................................ 74 4.3.7 Move a Document (Library)................................................................... 75 4.3.8 Copy Documents in the Library.............................................................. 76 4.3.9 Copy and Paste (Library)...................................................................... 76 4.3.10 Copy and Paste Special (Library).......................................................... 78 4.4 View Folder Content.................................................................................... 79 4.4.1 Sort Documents.................................................................................. 80 4.4.2 Rearrange Columns............................................................................. 81 4.4.3 Add and Remove Columns.................................................................... 82 4.4.4 Size Columns...................................................................................... 82 4.5 Create a Custom View................................................................................. 83 4.5.1 Add a New View.................................................................................. 84 4.5.2 Configure View Columns....................................................................... 84 4.5.3 Configure View Sort Order.................................................................... 85 4.5.4 Configure View Filter............................................................................ 86 4.5.5 Edit an Existing View............................................................................ 90 4.5.6 Copy a View....................................................................................... 91 4.5.7 Delete a View...................................................................................... 91 4.5.8 Reset Defaults for Views....................................................................... 91 4.6 Understand the System Folder...................................................................... 92 4.6.1 Attachment Icons................................................................................ 92 4.6.2 Publishing Styles................................................................................. 92 4.6.3 Roles................................................................................................. 93 4.6.4 Templates.......................................................................................... 93 4.6.5 Supported Languages........................................................................... 93 4.7 Update the Library (Service Packs)................................................................ 93 4.8 Upgrade Custom Document Publishing Styles................................................. 94 4.9 Back up Content......................................................................................... 96 4.9.1 Restore a Database.............................................................................. 97 5 Build an Outline.................................................................................. 98 5.1 Navigate the Outline Editor.......................................................................... 98 5.1.1 Open a Document from the Outline Editor............................................... 99 5.1.2 Change the Outline Editor View............................................................. 99 5.2 Develop an Outline................................................................................... 100 iv 5.2.1 Link a New Module............................................................................. 101 5.2.2 Link a New Section............................................................................ 102 5.2.3 Link a New Topic............................................................................... 103 5.2.4 Link an Existing Document.................................................................. 104 5.2.5 Delete a Document Link...................................................................... 105 5.2.6 Rename a Document.......................................................................... 106 5.2.7 Move a Document (Outline Editor)....................................................... 107 5.2.8 Copy and Paste a Document (Outline Editor)......................................... 109 5.2.9 Print an Outline................................................................................. 110 5.2.10 Use Content Tools............................................................................ 111 6 Record Topic Content....................................................................... 121 6.1 Use the Recorder...................................................................................... 121 6.1.1 Recorder Logic.................................................................................. 121 6.1.2 Context Recognition in the Recorder..................................................... 122 6.1.3 Start the Recorder............................................................................. 123 6.1.4 Record Topic Steps............................................................................ 123 6.1.5 Add Notes........................................................................................ 124 6.1.6 Record Different Action Types.............................................................. 124 6.1.7 Record a Paste Topic.......................................................................... 125 6.1.8 Undo............................................................................................... 126 6.2 Use Record It!.......................................................................................... 126 6.2.1 Create Login Profile............................................................................ 126 6.2.2 Create a Topic or Test Document......................................................... 127 6.2.3 Edit an Existing Topic or Test.............................................................. 129 6.2.4 Preview Your Topic............................................................................ 130 6.2.5 Add Optional Information.................................................................... 130 6.2.6 Submit Your Topic............................................................................. 131 6.2.7 Complete the Record It! wizard............................................................ 131 7 Use the Topic Editor......................................................................... 132 7.1 Navigate Frames...................................................................................... 132 7.2 Save a Topic............................................................................................ 133 7.3 Undo and Redo in the Topic Editor............................................................... 134 7.4 Control Topic Elements.............................................................................. 134 7.5 Manipulate Frames.................................................................................... 136 7.5.1 Insert a Missing Frame or Frames........................................................ 136 7.5.2 Re-Record a Topic............................................................................. 136 7.5.3 Insert an Explanation Frame............................................................... 138 7.5.4 Insert a No-Context Frame.................................................................. 139 7.5.5 Copy a Frame or Frames..................................................................... 139 7.5.6 Select Multiple Frames....................................................................... 140 7.5.7 Copy Paths....................................................................................... 140 7.5.8 Copy Decision Frames and Paths.......................................................... 141 7.5.9 Delete a Frame................................................................................. 142 7.5.10 Recapture a Screenshot.................................................................... 142 7.5.11 Recapture an Action......................................................................... 142 7.5.12 Use Context IDs.............................................................................. 142 7.5.13 Re-record Context IDs...................................................................... 143 7.5.14 Edit a Screenshot............................................................................. 145 7.5.15 Use Screenshot Publishing................................................................. 146 7.6 Use Alternative Actions and Paths............................................................... 146 7.6.1 Insert an Alternative Action................................................................. 147 7.6.2 Insert an Alternative Path................................................................... 147 7.6.3 Display Alternative Actions/Paths......................................................... 148 7.6.4 Set the Current Action as the Default.................................................... 148 7.6.5 Change the End Frame of an Alternative Path........................................ 148 7.6.6 Delete an Action................................................................................ 149 7.6.7 Delete a Path.................................................................................... 149 7.7 Use Decision Frames................................................................................. 149 7.7.1 Insert a Decision Frame...................................................................... 150 v 7.7.2 Record Paths in a Decision Frame........................................................ 150 7.7.3 Rename Paths in a Decision Frame....................................................... 151 7.7.4 Edit Header Text............................................................................... 152 7.7.5 Reposition Paths................................................................................ 152 7.7.6 Remove Paths................................................................................... 152 7.7.7 Delete a Decision Frame..................................................................... 152 7.8 Edit Frame Properties................................................................................ 153 7.9 Edit Bubble Properties............................................................................... 153 7.9.1 Add Text to the Introduction and End Frames........................................ 153 7.9.2 Use Bubble Templates for a Frame....................................................... 153 7.9.3 Change the Template Text Font........................................................... 154 7.9.4 Add Custom Bubble Text.................................................................... 154 7.9.5 Insert Template Text as Custom Text................................................... 154 7.9.6 Edit Custom Bubble Text.................................................................... 155 7.9.7 Format Custom Bubble Text................................................................ 155 7.9.8 Specify the Play Mode for Custom Text................................................. 156 7.9.9 Display Template Text in Know It Mode................................................ 156 7.9.10 Control Text for Player and Print Output.............................................. 157 7.9.11 Hide a Frame for a Play Mode............................................................ 157 7.9.12 Preview Frame Text for Playback and Print Output................................ 159 7.9.13 Hide the Bubble............................................................................... 160 7.9.14 Select a Bubble Icon........................................................................ 160 7.9.15 Change the Bubble Pointer................................................................ 161 7.9.16 Change the Bubble Background Color................................................. 161 7.10 Edit Action Properties.............................................................................. 161 7.10.1 Action Types................................................................................... 161 7.10.2 Object Type.................................................................................... 162 7.10.3 Object Name................................................................................... 162 7.10.4 Ignore Context Information............................................................... 163 7.10.5 Create a New Action Area................................................................. 163 7.10.6 Use Keep with Next.......................................................................... 165 7.10.7 Set Frame Delay.............................................................................. 165 7.10.8 Create a Jump-in Point..................................................................... 166 7.10.9 Keyboard Action Options................................................................... 166 7.10.10 String Input Formatting Options....................................................... 167 7.11 Edit External Content.............................................................................. 171 7.11.1 Link an Attachment as a Concept: Topic Editor..................................... 171 7.11.2 Link to an Attachment from a Topic Frame.......................................... 172 7.12 Use the Frame Comments Pane................................................................ 177 8 Use Test It! Mode............................................................................. 179 8.1 Launch Test It! Mode................................................................................ 179 8.2 Play Test It! Mode..................................................................................... 179 8.3 Test It! Mode in Knowledge Center.............................................................. 182 9 Enhance Content with Attachments.................................................. 183 9.1 Attachment Considerations........................................................................ 184 9.2 Enhance Content with Packages.................................................................. 187 9.2.1 Package Considerations...................................................................... 188 9.2.2 Create a New Package........................................................................ 190 9.2.3 Edit a Package.................................................................................. 191 9.2.4 Add Items to a Package...................................................................... 192 9.2.5 Move/Copy Items in a Package............................................................ 194 9.2.6 Rename an Item in a Package............................................................. 195 9.2.7 Delete Items in a Package.................................................................. 195 9.2.8 Edit Files in a Package........................................................................ 196 9.2.9 Create and Edit HTML Files in a Package............................................... 197 9.2.10 Delete a Package............................................................................. 201 9.2.11 Change the Package View................................................................. 202 9.2.12 Package Behavior in Publishing.......................................................... 203 9.3 Enhance Content with Web Pages............................................................... 204 vi 9.3.1 Create a New Web Page..................................................................... 204 9.3.2 Edit a Web Page................................................................................ 205 9.3.3 Add and Format Text.......................................................................... 206 9.3.4 Insert a Hyperlink.............................................................................. 207 9.3.5 Edit Hyperlink Properties.................................................................... 209 9.3.6 Remove a Hyperlink........................................................................... 209 9.3.7 Insert an Image................................................................................ 210 9.3.8 Edit Image Properties......................................................................... 211 9.3.9 Edit an Image in a Web Page............................................................... 212 9.3.10 Copy and Paste Web Page Content..................................................... 212 9.3.11 Rename a Web Page........................................................................ 213 9.3.12 Delete a Web Page........................................................................... 214 9.3.13 Web Page Behavior in Publishing........................................................ 214 9.4 Enhance Content with URLs........................................................................ 215 9.4.1 URL Behavior in Publishing.................................................................. 216 9.4.2 Work with Relative URLs..................................................................... 218 9.5 Link Attachments...................................................................................... 223 9.5.1 Link an Attachment as a Concept: Outline Editor.................................... 224 9.5.2 Link an Attachment as a Concept: Topic Editor....................................... 225 9.5.3 Link to an Attachment from a Topic Frame............................................ 227 9.5.4 Link to an Attachment from Bubble Text............................................... 229 9.5.5 Change the ToolTip of a Frame Link...................................................... 231 9.5.6 Change the Icon of a Frame Link.......................................................... 231 9.5.7 Manage Linked Attachments................................................................ 232 9.5.8 Create a Custom Icon......................................................................... 239 10 Enhance Content with Sound.......................................................... 241 10.1 Sound Recording Best Practices................................................................ 241 10.2 Record Sound......................................................................................... 242 10.2.1 Enable Sound.................................................................................. 243 10.2.2 Configure the Recorder for Sound....................................................... 243 10.2.3 Record Sound When Recording a Topic................................................ 244 10.2.4 Use the Recorder Deskband in Automatic Record Mode.......................... 244 10.2.5 Record Sound in a Topic using the Sound Editor................................... 244 10.2.6 Record Sound in a Web Page using the Sound Editor............................. 245 10.2.7 Insert Sound................................................................................... 246 10.3 Import a Sound File................................................................................. 246 10.4 Export a Sound File................................................................................. 247 10.5 Edit Sound............................................................................................. 247 10.5.1 Sound Editor Toolpane...................................................................... 247 10.5.2 Cut, Copy and Paste Sound............................................................... 248 10.5.3 Delete a Sound................................................................................ 249 10.5.4 Select a Frame................................................................................ 250 10.5.5 Deselect a Sound............................................................................. 250 10.5.6 Adjust the Start and Stop Point of Sound in a Frame............................. 250 10.5.7 Crop Sound to Selection.................................................................... 251 10.5.8 Zooming to a Sound......................................................................... 251 10.5.9 Adjust Sound Controls...................................................................... 252 10.5.10 Extend Timeline............................................................................. 253 10.5.11 Add Silence................................................................................... 253 10.5.12 Amplify Sound............................................................................... 254 10.6 Play Sound............................................................................................. 254 10.6.1 Stop Sound File Playback.................................................................. 255 11 Enhance Content with Questions and Assessments........................ 256 11.1 Questions and Assessments in Player Content............................................. 256 11.1.1 Questions in Player Content............................................................... 256 11.1.2 Assessments in Deployed Content...................................................... 257 11.1.3 Track Questions and Assessments...................................................... 259 11.1.4 Understand Personalized Content (available in Professional edition only).. 260 11.2 Develop Questions.................................................................................. 261 vii 11.2.1 Add Questions to Content................................................................. 263 11.2.2 Create a Fill In Question................................................................... 264 11.2.3 Create a Hotspot Question................................................................ 264 11.2.4 Create a Matching Question............................................................... 265 11.2.5 Create a Multiple Choice (Single Answer) Question............................... 266 11.2.6 Create a Multiple Choice (Many Answers) Question............................... 267 11.2.7 Create a True/False Question............................................................. 267 11.2.8 Create a User-Defined Question......................................................... 268 11.2.9 User-Defined Question Example......................................................... 268 11.2.10 Link Questions to an Outline............................................................ 273 11.2.11 Delete a Question.......................................................................... 274 11.2.12 Preview a Question......................................................................... 275 11.3 Develop Assessments.............................................................................. 275 11.3.1 Create a New Assessment................................................................. 276 11.3.2 Add Questions to an Assessment........................................................ 276 11.3.3 Reorder Questions in an Assessment.................................................. 277 11.3.4 Delete Questions from an Assessment................................................ 278 11.3.5 Assessments for Personalized Content (available in Professional edition only)........................................................................... 278 11.3.6 Preview an Assessment.................................................................... 279 11.3.7 Delete an Assessment...................................................................... 280 11.4 Work with the Assessment Coverage View.................................................. 280 11.4.1 Select an Assessment....................................................................... 281 11.4.2 Use the Questions Column................................................................ 282 11.4.3 Use the Questions Associated Table.................................................... 282 12 Manage Document Relationships.................................................... 287 12.1 View Related Documents.......................................................................... 287 12.2 View and Repair Broken Links................................................................... 288 12.3 Broken Links in Published Content............................................................. 289 12.3.1 Broken Links in Questions and Assessments........................................ 290 13 Define Glossary Terms................................................................... 291 13.1 Create a Glossary................................................................................... 292 13.2 Edit a Glossary....................................................................................... 292 13.3 Add a Glossary Term............................................................................... 293 13.4 Select a Definition Link Attachment........................................................... 294 13.5 Edit a Glossary Term............................................................................... 295 13.6 Delete a Glossary Term............................................................................ 296 13.7 Assign a Glossary to a Document.............................................................. 296 13.8 Update Glossary Links............................................................................. 298 13.9 Delete a Glossary.................................................................................... 300 14 Create Roles for Content Filtering.................................................. 301 14.1 Edit a Master Role List............................................................................. 301 14.2 Add a Role............................................................................................. 303 14.3 Rename a Role....................................................................................... 303 14.4 Delete a Role......................................................................................... 304 14.5 Update a Master Role List......................................................................... 305 14.6 Create a New Role List............................................................................. 305 14.7 Assign Roles to Modules, Sections, Topics, Questions, or Assessments............ 307 15 View Document Properties............................................................. 309 15.1 Use the Properties Toolpane..................................................................... 309 15.2 Change Document Properties.................................................................... 310 15.2.1 Ways to Assign Properties................................................................. 311 15.2.2 Assign a Property to Multiple Documents............................................. 311 15.3 General Properties.................................................................................. 312 15.3.1 Assessments Property...................................................................... 313 15.3.2 Context Property............................................................................. 313 viii 15.3.3 Custom Properties............................................................................ 315 15.3.4 Glossary Property............................................................................ 317 15.3.5 Keywords Property........................................................................... 317 15.3.6 Language Property........................................................................... 320 15.3.7 Name Property................................................................................ 320 15.3.8 Resolution Property.......................................................................... 320 15.3.9 Group for LMS Property.................................................................... 321 15.3.10 Roles Property............................................................................... 321 15.3.11 See Also Property........................................................................... 322 15.3.12 Template Property.......................................................................... 324 15.4 Question Properties................................................................................. 325 15.4.1 Associated Content Property.............................................................. 325 15.4.2 Remediation Property....................................................................... 325 15.5 Assessment Properties............................................................................. 326 15.5.1 Answer Order Property..................................................................... 326 15.5.2 Passing Score.................................................................................. 326 15.5.3 Question Order Property................................................................... 326 15.5.4 Remediation Property....................................................................... 327 15.5.5 Show Associated Content Property..................................................... 327 15.5.6 Summary Property........................................................................... 327 15.6 Topic Properties...................................................................................... 327 15.6.1 Know It? Options............................................................................. 328 15.6.2 LMS Play Modes Property.................................................................. 330 15.6.3 Play Modes Property......................................................................... 331 15.6.4 Play Sound Property......................................................................... 331 15.6.5 Show Bubbles Property..................................................................... 332 15.7 Document Output Properties..................................................................... 333 15.7.1 Required Fields and Output Results for the System Process Document..... 334 15.7.2 Add Document Revision Text............................................................. 335 16 Preview a Topic.............................................................................. 336 16.1 Preview Player Modes.............................................................................. 336 16.1.1 Play See It! Mode............................................................................. 337 16.1.2 Play Try It! Mode............................................................................. 337 16.1.3 Play Know It? Mode.......................................................................... 338 16.1.4 Play Do It! Mode.............................................................................. 339 16.2 Preview Documents................................................................................. 340 16.2.1 System Process Document................................................................ 340 16.2.2 Job Aid........................................................................................... 340 16.2.3 Training Guide................................................................................. 340 16.2.4 Instructor Manual............................................................................ 341 16.2.5 Test Document................................................................................ 341 16.2.6 Test Results.................................................................................... 341 16.3 Preview a Presentation............................................................................ 341 17 Publish Content.............................................................................. 342 17.1 Deployment Formats............................................................................... 342 17.1.1 Player and LMS................................................................................ 342 17.1.2 HTML Web Site................................................................................ 346 17.1.3 Standalone Topic Files...................................................................... 346 17.2 Document Formats.................................................................................. 348 17.2.1 Attachments in Document Formats..................................................... 349 17.2.2 Options for Document Outputs........................................................... 349 17.2.3 System Process Document................................................................ 351 17.2.4 Job Aid........................................................................................... 351 17.2.5 Training Guide................................................................................. 351 17.2.6 Instructor Manual............................................................................ 352 17.2.7 Test Document................................................................................ 352 17.2.8 Test Results.................................................................................... 352 17.2.9 Test Case....................................................................................... 352 17.2.10 Presentation.................................................................................. 353 ix 17.3 Use the Publishing Wizard........................................................................ 353 17.3.1 Publishing Destination...................................................................... 354 17.3.2 General Publishing Options................................................................ 354 17.3.3 Advanced Options............................................................................ 355 17.3.4 Publishing Formats........................................................................... 356 17.4 Customize Publishing Styles..................................................................... 357 17.4.1 Create Styles.................................................................................. 357 17.4.2 Rename a Publishing Style................................................................ 357 17.4.3 Remove the Document Type from the File Name.................................. 358 17.5 Customize the Player............................................................................... 358 17.5.1 Customize the Player Interface Graphics............................................. 359 17.5.2 Customize Player Header Elements..................................................... 360 17.5.3 Customize the Table of Contents and Search........................................ 360 17.5.4 Customize Player Mode Buttons......................................................... 362 17.5.5 Customize the Player Interface Borders............................................... 362 17.5.6 Customize the Bubble Header Bar...................................................... 363 17.5.7 Customize Windowed See It! Mode..................................................... 364 17.5.8 Customize the My Roles and Preferences............................................ 365 17.5.9 Customize Question Elements............................................................ 366 17.5.10 Customize Assessment Elements...................................................... 367 17.5.11 Control "For Example" Text in String Inputs....................................... 369 17.5.12 Suppress Scores in Know It? Mode................................................... 369 17.5.13 Hide the Click Graphic in See It! Mode............................................... 369 17.5.14 Disable Player Navigation Bookmarks and Preference Settings.............. 369 17.5.15 Disable Share link.......................................................................... 369 17.5.16 Display Frame ID in Topic Playback................................................... 370 17.6 Customize the Presentation Format........................................................... 370 17.7 Customize the Test Case Output............................................................... 371 17.8 Customize Document Formats.................................................................. 372 17.8.1 Use Bookmarks............................................................................... 372 17.8.2 Publishing Template Toolbar.............................................................. 373 17.8.3 Insert, Move, and Delete Bookmarks.................................................. 377 17.8.4 Bookmarks in Multi-topic Formats...................................................... 378 17.8.5 Insert Bookmarks for Questions and Assessments................................ 379 17.8.6 Insert Bookmarks for Custom Properties............................................. 379 17.8.7 Insert Word Fields, Static Text, and Graphic Objects............................. 379 17.8.8 Format Bookmarks and Text.............................................................. 380 17.8.9 Bookmark Reference........................................................................ 380 17.8.10 Style Reference............................................................................. 392 17.8.11 Modify the Header or Footer............................................................ 393 17.8.12 Check Syntax................................................................................ 394 17.9 Customize Logos by Category................................................................... 394 17.9.1 Use the Customize Logo Tool............................................................. 394 17.10 Command-Line Publishing...................................................................... 395 17.10.1 Use Command-Line Publishing......................................................... 395 17.10.2 Execute Batch Publishing................................................................. 396 18 Export/Import Content.................................................................. 397 18.1 Export Content....................................................................................... 398 18.2 Import Content....................................................................................... 400 18.3 Export and Import Sound Files in Bulk....................................................... 402 18.3.1 Export Sound Files in Bulk................................................................. 403 18.3.2 Use the Sound Report....................................................................... 403 18.3.3 Import Sound Files in Bulk................................................................ 404 18.4 Extract a Developer Archive..................................................................... 404 18.5 Understand Developer Archives................................................................. 405 18.6 Recompress a Developer Archive............................................................... 407 19 Localize Content............................................................................. 409 19.1 Export Content for Localization................................................................. 411 19.2 Import Localized Content......................................................................... 414 x 19.3 Localization using XLIFF........................................................................... 415 19.4 Localization Using Microsoft Word.............................................................. 418 19.5 Summary of the Localization Process......................................................... 425 20 Customize Templates..................................................................... 427 20.1 Start the Template Editor......................................................................... 427 20.2 Edit the Template.xml File........................................................................ 428 20.2.1 Edit a Class..................................................................................... 428 20.2.2 Edit an Event in a Class.................................................................... 429 20.2.3 Edit or Suppress Example Text for String Input Events.......................... 430 20.2.4 Add a Local Template to an Event...................................................... 431 20.3 Change Instructional Text........................................................................ 431 20.3.1 Change Instructional Text for the Player.............................................. 432 20.3.2 Change Instructional Text for Know It? Mode....................................... 432 20.4 Change the Font Format for Template Text................................................. 434 20.5 Translate Templates................................................................................ 434 20.5.1 Edit Event Names............................................................................ 435 20.5.2 Edit Key Names............................................................................... 435 20.5.3 Edit Shift Key Prefixes...................................................................... 435 20.5.4 Use Genders................................................................................... 436 21 Appendix A: Considerations for Setting Defaults............................ 437 21.1 Set Workstation Defaults.......................................................................... 437 21.1.1 Set the Windows Default Color Scheme............................................... 437 21.1.2 Set the Video Resolution and Color Depth............................................ 437 21.1.3 Change the Taskbar Settings............................................................. 437 21.1.4 Turning Off Other Applications........................................................... 437 21.1.5 Set the Defaults in the Target Application............................................ 438 21.2 Set Content Defaults............................................................................... 438 21.2.1 Set Bubble Defaults.......................................................................... 438 21.2.2 Set Other Font and Color Defaults...................................................... 438 21.2.3 Set the Frame Delay........................................................................ 439 21.2.4 Set Know It? Defaults....................................................................... 439 22 Appendix B: Development Considerations...................................... 440 22.1 Assign Development Tasks and Flow.......................................................... 440 22.2 Create Scripts........................................................................................ 441 22.3 Suggestions for Developing Content.......................................................... 441 22.4 Create Content in Multiple Languages........................................................ 442 22.5 Development Tips................................................................................... 443 22.6 Test the Content..................................................................................... 444 22.6.1 Test Play Modes............................................................................... 444 22.7 Player Window........................................................................................ 446 22.8 Document Outputs.................................................................................. 446 23 Appendix C: Develop Content for Different Deployments................ 447 23.1 Develop Content for Deployment in the Player............................................. 447 23.1.1 Outline........................................................................................... 447 23.1.2 Attachments: Web Pages and Packages............................................... 448 23.1.3 What Appears in Which Play Mode...................................................... 448 23.1.4 Fonts and Colors.............................................................................. 449 23.2 Develop Content for Deployment as Printed Documentation.......................... 449 23.2.1 Outline........................................................................................... 449 23.2.2 Attachments................................................................................... 450 23.2.3 What Appears in the Document Outputs.............................................. 450 23.3 Control Bubble Text for Document Outputs................................................. 451 xi Overview and Documentation 1 Overview and Documentation This suite of applications provides a synchronized content platform for creating documentation, training, and performance support across the enterprise. Its use is generally limited to a team of content authors and/or subject matter experts. The content is made available to users through a Player, document output, or a Knowledge Center. Content can also be tracked to ensure that users understand and learn the content that authors are providing. Copyright Version 11.1.0.1 The following components are available for installation: Developer – The Developer is the primary content authoring tool that allows you to create and publish content easily. Using a content Library for organization and storage, you can build outlines comprised of various documents such as modules/sections, topics, glossaries, questions, and assessments. Content can then be enhanced with additional assets such as conceptual web pages, package content (such as documents, spreadsheets, presentation slide decks, web sites, flash content, HTML pages), role assignments, and so on. Content can then be published as playable simulations, various flavors of documentation output (such as job aids, training guides, instructor manuals, test and system process documents), and context- sensitive, in-application support, help systems. The Developer can be installed for one author or as a collaborative and centralized platform for authoring teams, subject matter experts, content reviewers, and so on. Knowledge Center – The Knowledge Center is a centralized platform for content deployment, tracking, and reporting. The Knowledge Center provides the infrastructure and tools for importing, organizing, and deploying content created in the Developer (and other applications), managing users and the content that is made available to them, tracking how deployed content is used, and reporting on the content that is consumed. The extent of these capabilities depends on whether you are using the Standard edition (basic usage tracking and reporting) or the Professional edition (more sophisticated user and content management, content organization and deployment, usage tracking, and reporting capabilities typically found in learning content management systems). You might be interested to note that all of this documentation/help was authored and published using this product. Documentation consists of the following manuals and help systems. The PDF manuals are delivered and stored in the documentation\language code\reference folder where the Developer is installed. Help systems and some PDF manuals are available when you launch each product component such as the Developer, Player, Knowledge Center, and so on. Documentation can also be accessed from the documentation shortcut on the Windows Start program menu. Content on functionality available in the Professional edition is also included in this documentation and identified as such by the phrase "available only in the Professional edition".  Installation and Administration: This PDF manual provides instructions for installing the Developer in a single-user or multi-user environment as well as information on how to add and manage users and content in a multi-user installation. An Administration help system also appears in the Developer for authors configured as administrators. This manual also provides instructions for installing and configuring the Knowledge Center, including the Content Root (or content repository), and the User Import Utility. 1 Overview and Documentation  Content Development: This help system and PDF manual provides information on how to create, maintain, and publish content using the Developer. The content of this manual also appears in the Developer help system.  Content Deployment: This PDF manual provides information on how to deploy content created in, and published from the Developer.  Content Player: This help system provides instructions on how to view content using the Player.  Reports Management: This help system and PDF manual provides instructions on how to run and manage usage tracking and other reports.  User and Content Management: This help system and PDF manual provides instructions on how to create user accounts, user groups, and knowledge paths, import content, and server management.  In-Application Support: This help system and PDF manual provides information on how to implement content-sensitive, in-application support for enterprise applications using Player content.  Upgrade: This PDF manual provides information on how to upgrade from a previous version to the current version.  Knowledge Center: This help system provides instructions on how to use the Knowledge Center options such as Knowledge Paths, Notes and Mentoring, and so on. 2 Get Started using the Developer 2 Get Started using the Developer The Developer is a synchronized content platform for creating documentation, training, and performance support across the enterprise. Its use is generally limited to a team of content authors. The content is made available to users through a Player or document output. The Developer allows you to create and publish content easily. Content includes simulations, in-application support, and interactive documentation. Users gain a well-rounded knowledge of software functionality, complete with an understanding of the concepts, by learning how to use a program in both a simulated environment and while working with their own data in a live environment. Simulations can be viewed in any one of the following play modes via the Player:  See It! Mode enables a user to learn by watching an animated demonstration of the steps for a task being performed in a simulated environment. All of the required activities, such as moving the mouse and entering data, are completed automatically.  Try It! Mode enables a user to learn interactively in a simulated environment. The user is prompted for mouse clicks and/or keystrokes to complete the task.  Know It? Mode enables a user to test their knowledge of a particular task. Users are instructed to complete a particular task without step-by-step instructions. Instead, they complete the steps on their own in a simulated environment, and they are scored on how accurately they complete them.  Do It! Mode enables a user to learn interactively using a live application. A user is presented with a small window on top of the live target application that displays each step for a particular task. As the user completes each step, he/she can click a button or use a hot-key combination to display the next step in the process. Within the Do It! window, a thumbnail graphic of the screen is available with a highlight indicating the area where the action should take place.  Print It! Mode enables a user to display linked documentation in the form of a Job Aid or System Process Document. 2.1 Review the Developer Interface The Developer interface is similar to most Windows applications with a movable menu and tool bar, status bar, and a main work area. The main work area can display the Library as well as any of the available document editors. If you display the Library, you can see a default set of folders and documents. The Library is the central repository of your content that can be accessed by one or more authors at the same time. The Library shows all content in the form of various folders and documents. Folders are similar to the folders on your computer that store files; however, folders in the Developer are used to store content-specific documents. Every object in the Developer is called a document and there are specific document types that you use to build content. As you develop content and begin to create and open documents, additional work areas appear in new tabs. The document name appears in the tab and cannot be directly edited in the tab. If you want to change the name of a tab, you must change the name of the document. Each tab is associated with a specific document editor that is launched when you open a document. For example, when you open a module document, a new tab appears, and the Outline Editor is launched in the work area. The name of the document appears in the tab with the appropriate document type icon. You can continue to open additional documents, thereby opening a new tab for each new work area. You can navigate between each tab by clicking on it and close a tab when you are finished with the content that is displayed. A work area may have multiple panes associated with it. For example, the Library has two panes where the left pane displays folders and the right pane displays the documents that are 3 Get Started using the Developer stored in the selected folder. The Outline Editor also has two panes where the left pane displays the outline of module, section, and topic documents and the right pane can display document details or conceptual and introduction content that is linked to each document. These different displays of document information are called views. For example, the Details View displays columns of document properties such as its Type, Last Modified Date, and so on. The Player View simulates the user interface of the Player and displays conceptual and/or introduction content that is linked to a specific document in the outline. This linked content can be web pages, documents, presentations, and so on. You can easily switch between these views using the View toolbar. The remainder of this section describes how to start the Developer and customize various areas of the interface. Since you can use the Developer in single or multi-user mode, the documentation includes a chapter on multi-user functionality as well various multi-user considerations. The following convention is used to identify specific multi-user functionality throughout this documentation: Multi-user Considerations  Information about multi-user aspects of the Developer. 2.1.1 Start the Developer You can start the Developer from the Windows Start menu, or you can create a shortcut on your desktop. Create Profile When you start the Developer for the first time in a single user environment, you are asked to create a content Profile that determines where the content Library is stored on your local computer. See the Add a Content Profile topic in the Create and Manage Profiles chapter of this manual for more information. When you start the Developer for the first time in a multi-user environment, you are asked to create a login Profile that controls the connection to a specific content Library on a shared server. See the Create and Manage Login Profiles topic in Using the Developer in a Multi-user Environment chapter of this manual for more information. After you create and open a Profile in either a single or multi-user environment, the Start Screen appears. Set Primary Authoring Language When you start the Developer for the first time, you are asked to choose a primary authoring language that controls the default language for content that you create in the Developer (Language property). This setting also controls the language of the default template, and several default font settings for text. For example, if you choose Japanese or Chinese, the default is automatically set to a font that is capable of rendering these characters onscreen and in print. Launch the Start Screen When you launch the Developer, the Start Screen presents you with the following options:  Open the Library  Open an existing document  Create a new module  Create a new topic  Import content 4 Get Started using the Developer All of these options can also be performed using menu commands. As you become familiar with the Developer, you may want to suppress the display of the Start Screen by deselecting the Show this screen at startup checkbox. When you launch the Developer without the Start Screen, the Library automatically appears. To display the Start Screen at any time, choose the Start Screen command from the View menu. The Start Screen also displays the last six modules that you opened in the Recent Modules section. The Library always appears when you close the Start Screen. Multi-user Considerations  If you installed a multi-user version of the product, the word "Client" appears after the Program Group and Program Name. 2.1.2 Create and Manage Content Profiles In a single user installation, a content Profile determines the folder location on your computer where the content Library is stored. A default location is provided; however, you can choose any folder on your local computer. You can create multiple content Profiles if you plan to use multiple libraries. You can also edit a content Profile and change the folder location and your content is moved accordingly. Important Note: Deleting a content Profile will remove all content from your computer. 2.1.2.1 Add a Content Profile You must create a content Profile when you start the Developer for the first time to identify the folder location on your computer where your content is stored. The folder location must be on your local computer and cannot be on a network drive. You must also have enough disk space to accommodate your content. Note: If you receive a Proxy Authentication dialog box when you log in to the Developer, enter your username and password for the proxy server. If you select the Save my password option, the username and password information is encrypted and saved to the OdDev.exe.config file in the path for the application data, for example c:\Documents and Settings\\Local Settings\Application Data\ (Windows XP) or c:\Users\AppData\Local\ (Windows 7). If your password changes for the proxy server, you can open this file in a text editor and delete the tags and and all the text in between. This will cause the Proxy Authentication dialog box to open the next time you log in so that you can enter your new password. To add a content Profile: 1. On the Tools menu, choose Profiles. 2. Click Add to start the Profile Wizard. 3. Click Next to display the Profile Name page. 4. For multi-user installation only, type the location of the Library and click Next. 5. Type a unique name for the profile. You will use this name if you have multiple profiles that you can use to switch between content Libraries. You cannot have multiple profiles with the same name. Also, if you create multiple profiles, you can configure one as the default that is automatically used every time you launch the Developer by clicking the Make this my default profile checkbox. The name of the active profile appears in the title bar of the Developer to identify the Library in which you are working. 5 Get Started using the Developer 6. Click Next to display the Data Storage Location page. You can either accept the default data storage location or choose a different folder on your computer. Click Browse if you want to change the default folder or click Next to accept the default folder. You must choose a folder on your local computer. Network drives are not permitted. The folder that you select must also be empty. 7. Click Next to complete the Profile Wizard. The last page in the Profile Wizard displays a summary of the profile including the name and data storage location. 8. Click Finish. 2.1.2.2 Edit a Content Profile You can edit any content Profile that is not in use and change its name or the folder location where the Library content is stored. To edit a content Profile that is currently in use, you must first exit the Profile. Note: Changing the location of the Library content does not change the location of other data such as preference, profile, view, or log files. To edit a content Profile: 1. On the Tools menu, choose Profiles. 2. Select a profile from the list. 3. Click Edit or Exit Profile if you selected a profile that is in use. 4. Change the folder location or name and click Next. 5. Click Finish. Your content is moved from the old folder to the new folder that you specified. This may take some time depending on the size of your content. 2.1.2.3 Delete a Content Profile Deleting a content Profile will permanently remove all content stored in the folder location defined in the profile. To delete a content Profile: 1. On the Tools menu, choose Profiles. 2. Select a profile from the list. 3. Click Delete. You are warned that deleting a profile will also permanently delete all content in the Library (including any documents in the System folder). 4. Confirm the deletion or cancel. 2.1.2.4 Switch Content Profiles If you have multiple content Profiles, you can switch between Libraries without having to close the Developer. To do this, you must have a content Profile for each Library. 6 Get Started using the Developer To switch content Profiles: 1. On the Tools menu, choose Profiles. 2. Click a profile for a different Library. 3. Click Open to switch to the Library. 2.1.3 Configure Toolbars The Developer provides the following toolbars:  Assessment Editor: Displays icons for linking new or existing questions to an assessment.  Outline Editor: Displays icons for linking new documents, moving, and previewing documents in the outline.  Question Editor: Displays icons for creating and editing questions.  Standard: Displays icons for common commands that are available across most document editors.  Topic Editing: Displays icons for common topic editing commands for context, frames, screenshots, and so on.  Topic Navigation and View: Displays icons for topic frame navigation and bubble text display.  View: Displays icons for changing the screen layout and views.  Web Page Editor: Display icons and controls for formatting a web page. By default, the appropriate toolbar appears based on the document editor that is active. For example, when you open a web page the formatting toolbar for the Web Page Editor appears. When you close the Web Page Editor, the formatting toolbar is removed from the screen. However, you can configure each toolbar to always appear by marking the appropriate checkbox on the toolbar menu. You can restore the toolbar display back to the installation defaults using the Restore Default Layout command on the View menu. Multi-user Considerations  The following toolbar is available only in multi-user installations. Versioning: Displays icons for document check in and check out. To hide/display toolbars: 1. Start the Developer. 2. On the View menu, point to Toolbars, and then choose the toolbar that you want to display. To reposition toolbars: 1. Point to the left corner of a toolbar. 7 Get Started using the Developer 2. Drag the toolbar to any position on the screen. Note: You can also reposition the menu bar using these same steps. Use Menu Commands When you are working in the Developer, you may prefer to use menu commands rather than toolbar icons. If you want to hide the toolbars to provide more space on the screen, you can do so. You can display the toolbars again at any time. On the Toolbars submenu (from View menu), a checkmark next to the toolbar name means the toolbar is visible; if there is no checkmark, the toolbar is hidden. Note: You can also drag and drop each toolbar (and menu bar) and reposition it anywhere on the screen. Use the Reset command to restore the default toolbar positions. 2.1.4 Split the Work Area By default, the work area appears in a single layout; however, you can split the work area horizontally or vertically depending on how you prefer to work. Regardless of your choice, the entire work area is separated by a split bar that you can use to resize each work area. Splitting the work area is useful since you can explore different areas of a document in both work areas. You can also view different documents and drag/drop or copy/paste reusable documents between work areas to help make building content easier. When you open a document in one work area, a tab for the newly opened document automatically appears in the second work area. In other words, the same tabs appear in split work areas. However, the document displayed within a tab can be different between two work areas. For example, you can have the same module document open in two work areas but explore different sections of the outline in each. If you split a work area that has numerous tabs open that cannot be displayed for space reasons, left and right arrow buttons appear that allow you to scroll to the tabs that do not appear. Click to close a selected tab or right click on the tab and choose Close. Note: You cannot change the order of the tabs that appear in a window. The order is determined by the sequence in which you open documents. To split the work area: 1. On the View menu, click Horizontal Layout to split the work area horizontally or click Vertical Layout to split the work area vertically. 2. Use the mouse to navigate between the different work areas. 3. Click Single Layout to remove a horizontal or vertical split. 2.1.5 Configure Toolpanes Panes are used to perform many common tasks. You can display and position the following toolpanes in the Developer:  Broken Links toolpane to display which documents contain broken links.  Properties toolpane to set and change various document properties.  Related Documents toolpane to display documents linked to and from a document.  Topic Editor toolpanes designed to work specifically with the Topic Editor to create and edit bubble text, change action and frame settings, link attachments to concepts, create frame links, and add sound, as well as navigate the topic frame structure. 8 Get Started using the Developer It is not necessary to close a toolpane before an action takes effect; it can be left open and available while you continue to work. To open a specific toolpane, you select the command or toolbar icon for that task. You can open a toolpane from the Library or any document editor. By default, toolpanes open in a docked, vertical or horizontal toolpane on the right side or bottom of the work area depending on the document editor/library that is active. The name of the toolpane appears in the toolpane's title bar. You can open a single toolpane or multiple toolpanes at the same time and resize and position them. The Developer remembers the arrangement and size of your toolpanes. Note: The toolpane does not split when you enable a split layout. The information in the toolpane refers to the selection in the active layout. By default, the appropriate toolpane appears based on the document editor or the Library that is active. For example, when you open the library or any document editor other than the Topic Editor, no toolpanes appear. However, when you open the Topic Editor, the Frame Properties toolpane appears on the right side of the screen and the Frame Structure and Sound toolpanes appear at the bottom of the screen. When you open another document editor, these toolpanes are removed from the screen. However, you can display any toolpane in any document editor or the Library by selecting the toolpane on the Toolpane menu. If you explicitly choose to display a toolpane in the Library or document editor, it will appear in any document editor that you open. For example, if you open the Properties toolpane in the Library or Outline Editor, it will appear in the Topic Editor (as a tab at the bottom of the default Topic Editor toolpanes). Some toolpanes are designed to function with specific document editors. For example, the Frame Properties, Frame Link and Frame Structure toolpanes are designed to function in Topic Editor only. If you decide to display one of these toolpanes in a document editor other than the Topic Editor, it will not function and it appears blank or disabled. You can restore all toolpane displays back to the installation defaults using the Restore Default Layout command on the View menu. To open and close a toolpane: 1. To open a toolpane, on the View menu, point to Panes, and then choose the toolpane that you want to display. 2. To close a toolpane, click in the top right corner of the toolpane or deselect the corresponding menu command or toolbar icon. 2.1.5.1 Resize a Toolpane You can resize docked or floating toolpanes. Docked toolpanes display a thick border, called a split bar, between the toolpane and the rest of the work area. Dragging the split bar allows you to increase or decrease the size of the toolpane. For floating toolpanes, drag any border or corner to resize its length and/or width. To resize a toolpane: 1. To resize a docked toolpane, drag the split bar between the toolpane and the work area. 2. To resize a floating toolpane, drag a border or corner until the toolpane is the desired size. 9 Get Started using the Developer 2.1.5.2 Move a Toolpane You can dock a toolpane vertically or horizontally on the right, left, top or bottom edge of the work area or float it anywhere on top of the Developer window. You move a floating or docked toolpane by dragging it by its title bar. When you drag a toolpane, two sets of toolpane icons appear to help you select a position for docking the toolpane or positioning multiple toolpanes. One set displays icons around the perimeter of the work area and docks the toolpane at the corresponding edge. The other set, which initially appears in the center of the work area, helps you layer multiple toolpanes in a single stack or position them adjacent to one other. You dock a toolpane by dragging its title bar to an icon corresponding to the desired docking position. If you want to float the toolpane, drop it anywhere on the work area except on a toolpane icon. The function of each toolpane icon is described next: Docks the toolpane at the top of the work area. For displaying adjacent toolpanes, positions the toolpane above the other docked or floating toolpane. Docks the toolpane at the bottom of the work area. For displaying adjacent toolpanes, positions the toolpane below the other docked or floating toolpane. Docks the toolpane on the left side of the work area. For displaying adjacent toolpanes, positions the toolpane to the left of the other docked or floating toolpane. Docks the toolpane on the right side of the work area. For displaying adjacent toolpanes, positions the toolpane to the right of the other docked or floating toolpane. Stacks toolpanes on top of one another in layers. Tabs appear at the bottom of the toolpane area for displaying a toolpane in the stack. To move a toolpane: 1. To dock a toolpane, drag it by its title bar and drop it on an arrow icon corresponding to the desired docked position. Release the mouse button when the shaded image of the toolpane appears in the desired position. 2. To float a toolpane, drag it by its title bar and drop it anywhere in the work area, except on an arrow icon. 2.1.5.3 Display Multiple Toolpanes When you open multiple toolpanes, you can display them in any of the following positions: Individual docked or floating toolpanes If you dock one toolpane in a vertical dock (left or right side) and another toolpane in a horizontal dock (top or bottom), the first toolpane you dock sizes to the full docking space, while the other toolpane resizes to fit the remaining docking space. Stacked in a single docked or floating toolpane with multiple layers Stacked toolpanes layer one on top of another, with the most recently opened toolpane on top. 10 Get Started using the Developer The name of each toolpane in the stack appears in a tab at the bottom of the toolpane area. Clicking a tab moves that toolpane to the top of the stack so that you can view it. Both floating and docked toolpanes support stacking. When you move the stack, all of the toolpanes move at the same time. Adjacent toolpanes sharing the same docked or floating area Toolpanes can share the same docked or floating area. You can position toolpanes adjacent (side-by-side) to one another in any direction, above, below, left, or right. Adjacent toolpanes that share the same docked area (top/bottom for a vertically docked toolpane and left/right for a horizontally docked toolpane) display a Maximize icon in the title bar to expand the toolpane to the full docking area. To stack toolpanes: 1. Drag one toolpane on top of the other until a set of toolpane icons appear on top of the dragged toolpane. 2. Drop the toolpane on the stack icon in the center of the toolpane icons. 3. To display a toolpane in the stack, click the tab of the toolpane. 4. To separate stacked toolpanes, drag the tab of the toolpane you want to move to another location in the work area. To display adjacent toolpanes: 1. Drag one toolpane on top of the other until a set of toolpane icons appear on top of the dragged toolpane. The icons that appear on top of the dragged toolpane correspond to adjacent positions rather than the perimeter of the work area. For example, the Up icon places the dragged toolpane above the toolpane under it. 2. Drop the toolpane on the arrow icon corresponding to the desired adjacent position. Release the mouse button when the shaded image of the toolpane appears in the desired position. Note: When you position a toolpane above or below a vertically docked toolpane, or to the left or right of a horizontally docked toolpane, a Maximize icon appears on the toolpane's title bar. Click to maximize a toolpane to fit the entire docked area or to restore it to a shared size. 2.1.5.4 Autohide a Docked Toolpane There are two behaviors for a docked toolpane; to always appear on top of the work area, or to hide automatically when not in use. This behavior is controlled by the Pushpin icon, which appears in the right corner of the title bar for docked toolpanes. The pushpin points down when enabled and points left when disabled. By default, the pushpin is enabled and the toolpane always appears on top of the work area, sticking the toolpane to the window. Clicking the Pushpin icon unpins the toolpane. Three things happen when you unpin a toolpane; the direction of the pushpin changes, a tab for the toolpane appears, and the toolpane disappears into the border of the work area as soon as you move the mouse pointer off the toolpane. You can autohide multiple docked toolpanes. To display a toolpane, either point to, or click the tab you want to view, or click the Pushpin icon to disable the autohide behavior. For stacked toolpanes, the pushpin controls the pinning actions for all toolpanes in the stack and creates a tab for each stacked toolpane. 11 Get Started using the Developer To autohide a docked toolpane: 1. On a docked toolpane, click to unpin the toolpane. The direction of the pushpin points to the left and a tab appears next to the toolpane with the name of the toolpane. The toolpane hides when you move the mouse pointer from the toolpane. 2. To display the hidden toolpane, point to the toolpane tab. Clicking the pushpin tab temporarily sticks the toolpane to the window. 3. To disable autohide and display the toolpane always on top, click. 2.1.6 Restore Default Toolbars and Toolpanes After you configure toolbars and toolpanes in the Developer, you may find that you want to go back to the default layout from the original installation. The Restore Default Layout command can revert the Developer user interface to display the original toolbar and toolpane configuration that was initially installed. Toolbars and toolpanes for all document editors and the library are automatically reverted back to the default layout when you run this command from the View menu. To restore the default layout: 1. On the View menu, choose Restore Default Layout. The display and position of toolpanes and toolbars for all document editors and the Library is restored to the default layout of your original installation. 2.2 Understand the Developer Basics You use the Developer to create, maintain, and publish your content Library. A typical content Library can contain hundreds, if not thousands, of documents. You can organize the Library using folders (similar to the way Windows Explorer lets you organize files on your computer). The main difference between Windows Explorer and the Library is that documents are stored in a relational database and not as individual files on a disk drive. However, this difference is largely transparent to you as you develop your content. To help you visualize your content as you build it, the Developer offers various displays:  The Library shows the entire content repository and its organization in folders. Each folder displays the documents that it contains or other folders and their corresponding documents. This folder structure is completely defined by an author. A System folder structure is also created during installation that contains various system-wide documents for assessment and question templates, publishing styles, topic text templates, roles, and attachment icons.  Document editors display the content of a single document in an editor. Each document editor appears in a new tab as you open or create documents. The document editor that appears depends on the type of document that you create or open. 2.2.1 Open and Close the Library If you choose to display the Library, it opens in a Library tab in the Developer window. If the Library is not open, you can open it from the Start Screen when you start the Developer or from the View menu. You can close the Library just as you can close any document editor. If you have multiple document editors open at the same time, you may want to close the Library 12 Get Started using the Developer to eliminate some of the tab clutter. You can reopen the Library at any time. When you reopen the Library, it opens in the last tab position. Note: You cannot change the order of the tabs that appear in the Developer. The order is determined by the sequence in which you open documents in the Library. To open the Library: 1. From the Start Screen, click the Library link. or From the Developer, select the View menu and choose Library. 2. If you have multiple tabs open, the Library command activates the Library tab. To close the Library: 1. Click the Library tab and either click on the Library tab or choose Close from the File menu. 2.2.2 Use Folders and Documents The Library lets you organize and manage your content using folders and documents similar to how Windows Explorer lets you manage and organize files on your computer. When the Developer is installed and a new content database is created, a System folder is automatically created that contains subfolders and various documents that control characteristics of the publishing styles, template text, roles, and attachment icons. As you build new content, you will create additional folders in which to store various documents such as modules, sections, topics, web pages, packages, roles, glossaries, and so on. The folder structure you create is completely up to you; however, it is recommended that you keep your folder structure simple to avoid unnecessary navigation or confusion, especially if you are working in a multi-user environment. You will probably want to create a standard folder structure for your content before you start creating documents and avoid letting authors build complicated folder structures along the way. A folder can be opened to view its contents, which can be additional folders or documents. These objects always appear in the right pane of the Library. You can also open any document in a folder, thereby launching the appropriate document editor. Folders and documents in the Library can also be moved, copied, and deleted, although the System folder and its documents should not be altered. Note: One exception to altering documents and folders in the system folder is when you are creating custom styles. See Create Styles in the Customize Publishing Styles section of the Publish Content chapter of this manual for more information. 2.2.2.1 Understand the System Folder The System folder is automatically created when you install the Developer. It contains a series of subfolders and documents that store publishing documents, templates, master role documents, and attachment icons. The System folder is only visible in the Library and contains the following subfolders:  Assessment Templates  Icons  Publishing 13 Get Started using the Developer  Question Templates  Roles  Templates Warning! You should not move, delete, or rename the System folder, its subfolders, or any documents that are contained within them. Doing so may impair the operation of the software. However, you can remove and add documents to the Icons folder without causing problems. 2.2.3 Understand the Developer Document Types When you build content, you create, edit, and link various documents that are stored in the Library folders. The Developer provides the various document types that allow you to:  create an outline to facilitate content presentation and navigation  record application simulations for playback  construct conceptual and introductory content that link to outlines and recorded frames  develop glossary terms  define roles for document filtering  customize publishing style output The following describes each document type: Module: A module (purple book) is used to organize a specific unit of learning. It can contain other documents such as sections, topics, or even other modules to form a component of an outline. A module can also have conceptual content linked to it that provides a general description of the content that is contained within it. Section: A section (blue book) is very similar to a module in that it also can contain other documents such as sections, topics, or other modules. The main difference between a section and module is its visual representation that can help you differentiate between the components of your outline and locate areas in the structure faster. A section can also have conceptual content linked to it that provides a general description of the content that is contained within it. Important Note about Module and Section Documents: A module or section document will appear with a purple or blue book only when the document has at least one linked child document such as a topic or another module or section. However, a module or section document with no linked child documents will appear with a page icon such as for module and for section. When you create a new module or section, it automatically appears as a page icon until you link at least one additional child document. It then appears with a purple or blue icon. Topic: A topic represents a series of recorded steps that complete a task in an application. Topics are where you record application-specific transactional content; whereas modules and sections provide the structural components of your outline. Package: A package is a collection of one or more files that can be imported and attached to documents as additional content. For example, a package can be as simple as a document 14 Get Started using the Developer that contains an image file or more complex where it contains multiple files that comprise an entire web site. Web Page: A web page is an HTML page that can contain text, audio, images, and hyperlinks to other content. It c

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